Equity and Succession Planning

You have a vision for the practice you're building, and you're working hard to achieve it. But have you thought about how to make your business more valuable or what will happen to your clients when you retire? Do you have the support you need to thoroughly develop and implement a succession plan? Building a successful practice today and planning with a successor will help ensure your clients are well cared for, now and in the future.

Stage 1

Determine Your Business Value, utilizing our unique third-party investment, advisory, and insurance-based valuation model which considers intangible assets such as deep client relationships.

Stage 2

Protect Your Business Value and your client relationships, through short-term continuity arrangements as well as a long-term succession plan.  Signator provides its registered representatives access to continuity planning agreement that allows two Signator advisors to enter into a formal continuity arrangement.  The agreement is designed to provide monetary value to an advisor's beneficiary in the event of his or her untimely death, as well as a plan designed to ensure ongoing service to the advisor's clients.

Stage 3

Grow Your Business, including resources to help identify acquisition opportunities, plus assistance with structuring and financing a transaction.

Stage 4

Realize Your Business Value, by selling your business to an existing protégé, family member, or potential successor - including support for structuring and financing the deal and assistance with transitioning your practice.


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